Shah Investment Consultants - Loan Advisory

Estate Planning

What is 'Estate Planning' ?

Estate planning is the collection of preparation tasks that serve to manage an individual's asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law.

Some of the major estate planning tasks include:

  • Creating a will
  • Limiting estate taxes by setting up trust accounts in the name of beneficiaries
  • Establishing a guardian for living dependents
  • Naming an executor of the estate to oversee the terms of the will
  • Creating/updating beneficiaries on plans such as life insurance, IRAs and 401(k)s
  • Setting up funeral arrangements
  • Establishing annual gifting to reduce the taxable estate
  • Setting up durable power of attorney (POA) to direct other assets and investments

It's Never Too Soon to Start Planning

If you want to retire wealthy you need a solid plan. You need tips, tricks, and advice from experts so that you can maximize your savings and retire comfortably. Whether you're just graduating college or months away from retirement, there is always something new to learn.

We encourage you to look around our website and get to know us. Our team will be delighted to chat if you have any questions.


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Disclaimer :
www.shahinvestment.com is an online website of Shah Investment Consultants who is registered vide ARN-77214 as a Mutual Fund distributor. The said website is just an electronic presentation of financial planning for self help by investors. This site should not be treated as a financial advisory website as we do not charge for any calculation or results produced here. The website do not guarantees any returns or financial goal success by any means.